Allow templates for a folder to be replicated for all similar clients. For example a Permanent File is common to all clients and all accountants so would save an enormous amount of time having to replicate the Permanent File folder structure on ea...

At the moment, if you change the progress on self employed accounts, the change is mirrored against the client's tax return. I may have the situation where accounts are "awaiting approval" but the tax return is "records requested" - the progress s...

From Clients >People Portal Registration> Not registered on portal, it would be useful to see on this list which clients have been sent the client portal registration link and when. I am sending the link on a client by client basis but the l...

It would be useful to be able to add an expense to a client for example if i am sending records or letters and sending it registered post, this cost should be able to be put on the time sheet to include in the billing,

For NON VAT clients there is a section for VAT, and its set to Bi Monthly and has a VAT registration number in. But they arent a VAT client so this is incorrect Also it would create tasks which are not needed

We had numerous clients who, when registering for the portal, would not complete the process. They would approve the terms then stop or approve the LoE. We had to amend our emails to ask that they kept going until they had set up a password. Could...

I keep asking/pleading would it be possible for the developers to enable the General Notes for Payroll service tasks to be visible in the new view task list, they used to be visible as a pop up in the old view task lists, if you hovered over the “...

It would be useful for the staff member who uploaded a document for approval to be notified of its approval, rather than the manager of the job

Need to be able to place the e-signature field in specific sections of PDF, such as on the Directors report and balance sheet in annual accounts. It's not adequate to have a client simply e-sign the end of the document. That might do for authorisa...

On timesheets, the total hours for the week should be able to be set to staff working hours rather than a 24 hour clock.